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Index
- Getting Started
- Scoping & Pricing
  - Concepts
  - Understanding Services
  - Phases & Service Descriptions
  - How Pricing Works
  - Adding Services to Projects
  - Adding Standard PS
  - Adding Custom PS
  - Adding Standard MS
  - Adding Custom MS
  - Service Catalog
  - Service Administration
  - Creating Standard PS
  - Creating Standard MS
  - Creating Reusable Products
  - Saving Custom as Standard
  - Uploading via Spreadsheet
  - Service Version History
  - Pricing
  - Viewing Project Pricing
  - Resources
  - Variable Rates
  - Vendor Quotes
  - Payment Credits
  - Third-Party Services
  - Cost of Living Adjustments
- Projects
- Documents & Templates
  - Templates
  - Uploading & Managing Templates
  - How Tag Templates Work
  - Editing Tags in Word
  - Expression & Filter Reference
  - Merge Data Field Reference
  - Number & Currency Formatting
  - Fonts in Templates
  - Content That Feeds Templates
  - Merge Fields in Service Content
  - Language Fields
  - User Defined Fields
  - Text Blocks
  - Generation & Delivery
  - How Document Generation Works
  - Electronic Signature (DocuSign)
  - Legacy (V1 Mail Merge)
  - Migrating V1 to V2
  - V1 Field Reference
- Surveys
- Administration
  - Users & Access
  - Users
  - Roles & Permissions
  - Teams
  - Sales Executives
  - Single Sign-On (SSO)
  - SSO Troubleshooting
  - Account Settings
  - Account Settings
  - Business Units
  - Rate Tables
  - Payment Terms
  - Currencies
  - Content & Structure
  - Lines of Business
  - Service Blueprints
  - Project Blueprints
  - Advanced Features
  - Resource Planner
  - AI Executive Summary
  - Partnerships & Partner Requests
  - Feature Requests
- Integrations
  - API
  - API Documentation
  - API Quick Start
  - Building Integrations
  - Service Account Credentials
  - Webhooks
  - API Auth Troubleshooting
  - API Error Codes
  - AI Assistant (MCP)
  - What is the MCP?
  - Connecting an AI Assistant
  - MCP Tool Reference
  - How the MCP Works
  - Connected Apps
  - Connected Apps
  - Autotask
  - ConnectWise Manage
  - HaloPSA
  - HubSpot
  - Salesforce
  - Microsoft Dynamics 365
  - DocuSign
  - Cloud File Storage
- Platform Updates
- Changelog
- Resources
- Product Feedback
- API Documentation
- System Status

Index
- Getting Started
- Scoping & Pricing
  - Concepts
  - Understanding Services
  - Phases & Service Descriptions
  - How Pricing Works
  - Adding Services to Projects
  - Adding Standard PS
  - Adding Custom PS
  - Adding Standard MS
  - Adding Custom MS
  - Service Catalog
  - Service Administration
  - Creating Standard PS
  - Creating Standard MS
  - Creating Reusable Products
  - Saving Custom as Standard
  - Uploading via Spreadsheet
  - Service Version History
  - Pricing
  - Viewing Project Pricing
  - Resources
  - Variable Rates
  - Vendor Quotes
  - Payment Credits
  - Third-Party Services
  - Cost of Living Adjustments
- Projects
- Documents & Templates
  - Templates
  - Uploading & Managing Templates
  - How Tag Templates Work
  - Editing Tags in Word
  - Expression & Filter Reference
  - Merge Data Field Reference
  - Number & Currency Formatting
  - Fonts in Templates
  - Content That Feeds Templates
  - Merge Fields in Service Content
  - Language Fields
  - User Defined Fields
  - Text Blocks
  - Generation & Delivery
  - How Document Generation Works
  - Electronic Signature (DocuSign)
  - Legacy (V1 Mail Merge)
  - Migrating V1 to V2
  - V1 Field Reference
- Surveys
- Administration
  - Users & Access
  - Users
  - Roles & Permissions
  - Teams
  - Sales Executives
  - Single Sign-On (SSO)
  - SSO Troubleshooting
  - Account Settings
  - Account Settings
  - Business Units
  - Rate Tables
  - Payment Terms
  - Currencies
  - Content & Structure
  - Lines of Business
  - Service Blueprints
  - Project Blueprints
  - Advanced Features
  - Resource Planner
  - AI Executive Summary
  - Partnerships & Partner Requests
  - Feature Requests
- Integrations
  - API
  - API Documentation
  - API Quick Start
  - Building Integrations
  - Service Account Credentials
  - Webhooks
  - API Auth Troubleshooting
  - API Error Codes
  - AI Assistant (MCP)
  - What is the MCP?
  - Connecting an AI Assistant
  - MCP Tool Reference
  - How the MCP Works
  - Connected Apps
  - Connected Apps
  - Autotask
  - ConnectWise Manage
  - HaloPSA
  - HubSpot
  - Salesforce
  - Microsoft Dynamics 365
  - DocuSign
  - Cloud File Storage
- Platform Updates
- Changelog
- Resources
- Product Feedback
- API Documentation
- System Status

On This Page

Templates
Generation

HelpDocuments & Templates

Documents & Templates

Design document templates with merge tags, then generate polished Word, PowerPoint, or PDF deliverables from your project data.

Templates

How Tag Templates WorkLearn the fundamentals of tag syntax and merge data.Uploading & Editing TemplatesUpload, configure, and manage templates in Settings.Template Expression ReferenceUse filters, loops, conditionals, and formatting expressions.V2 Merge Data Field ReferenceFind every field available in V2 tag templates.

Generation

How Document Generation WorksGenerate single, batch, and PDF output and troubleshoot failures.Electronic SignatureSend generated documents for signature through DocuSign.

Last updated on July 18, 2026

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